25 ordspråk av Shannon Cross

Shannon Cross

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Kodak remains a very complex restructuring story and it is difficult for investors to track the operational performance of the company.

It was a weak quarter.

It was a solid quarter where the growth in color was very strong,

Third-quarter total equipment revenue was very strong,

Apple is one of those stocks where people are definitely polarized. But at this point, it's a good time to own Apple. Revenues are more diverse now,

This is a good move for the company. I would say there will be a boost to employee morale, because internally people had become frustrated, certainly within the printing division.

There's not a heck of a lot out there in tech that is working. From that standpoint, the question that fund managers have is, 'Where do I put my money if it's not Apple?

Apple's software side is underreported on Wall Street but it's a big positive in terms of margin contribution,

Apple's software side is underreported on Wall Street, but it's a big positive in terms of margin contribution,

For Kodak, 2006 remains challenging, with apparently higher-than-expected (film sales) declines, which will pressure margins and earnings.

I think profitability remains an extreme challenge for them. They are getting a lot of the profitability from things like royalties ? one-timers that will be hard to replicate. We could be having some lumpy quarters.

There's more interest around Apple with the Vista delay.

They exceeded what they guided to pretty significantly.

It was a very weak quarter driven by gross margin and lower than expected revenue.

They're benefiting from the installed base (of printer owners). If they want to grow …, they're going to have to expand that installed base.

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